See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,895 | $121,625-69.7% | $104,607-64.7% | $158,922-76.8% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 13.57% | 465.26%-451.7pp | 340.46%-326.9pp | 302.83%-289.3pp |
| Employer contribution / active EE | $783 | $3,163-75.3% | $2,681-70.8% | $4,761-83.6% |
| Participant deferral / active EE | $2,937 | $4,177-29.7% | $3,740-21.5% | $5,982-50.9% |
| Admin fee / account holder | $10,408 | $7,787+33.7% | $6,473+60.8% | $11,246-7.4% |